Enhancements
CRM Activity Logs are now part of Journey Orchestrator
Now you can add a CRM Activity Log to a Journey setup on the Marketing Data Platform side that will feed into your CRM. Add that personal touch to your Journeys or your automated interactions with your clients by having a team member follow up with a customer as part of the Journey progression. Don’t have our CRM?
Setup Adjustments: No additional setup required if you have our CRM product. CRM Log will display as a User Managed Action. Contact us!
Send data directly to the Digital Communication Platform from Discovery - Research
Create a filter within Discovery – Research and output the results of that filter directly to DCP. No more outputting a file from one application and importing it into another. Just a click of a button and the emails are sent through DCP. Don’t have our Digital Communication Platform?
Setup Adjustments: The API connection will need to be set up through Marquis Support before you can select send an email thru DCP. Contact us!
Journeys and Triggers now include Additional Customer Relationships
Now you can market or automate communications to the additional customers brought in through MDP’s DataPro based off their Relationship. Want to learn more about Additional Customer Relationships?
Setup Adjustments: Requires Relationships to be enabled and MDP’s DataPro processing. Contact us!
New Filter report under Filter Manager
Now you can print your filters and filter groups from the Filter Manager under Discovery – Research.
Setup Adjustments: No setup required. If user has permissions for Filters, the report will be available to select.
Journeys now have a Print option
Now you can print a copy of your Journey’s layout and include the filter conditions.
Setup Adjustments: No setup required. If user has permissions for Journeys, the report will be available to select.
Additional Modifications
- The Do Not Email fields in MDP now get flagged as true when an email address is under the Digital Communication Platform’s Unsubscribes or Blocked Email lists. The update gives you the ability to exclude these addresses from your outputs, Journeys, and Triggers before they ever get sent to DCP, making the Do Not Email field more up to date than ever before. Don’t have our Digital Communication Platform? Contact us!
- Updated the Journey Summary Report to include Campaign Statistics.
- Updated the Individual address to pull from imported individual data instead of always using the Account address. Applies only to MDP Imported Additional Customer Relationships.
- Updated Discovery – Research filtering to existing values that are blank data in the “Is blank / missing” operator for Email Addresses, Addresses and Phone Numbers. Applies only to MDP Imported Additional Customer Relationships.
- Modified the SMTP Settings to handle both commas and semicolons between email addresses.
Bug Fixes
- Fixed an issue with the External User ID showing up under Administration – Permissions – Users even when SSO or Windows Authentication wasn’t enabled.
- Fixed an issue where the wrong error message was showing up when a duplicate filter name was used under Discovery – Research – Filters.
Version Check
Ever wonder what version you are on? Simply click on the SUPPORT link at the top right of the Marketing Data Platform. If it doesn’t match the screenshot below, click here to schedule your upgrade.